ATEGI LIMITED
Ategi provides support services to vulnerable adults. These services include:- shared lives service, supported tenancies, visiting support (in a range of employment, education and leisure activities), social activities (a voluntary scheme helping to access leisure activities and develop friendships).
Objects
1. For the public benefit, the relief of people in need, in particular but not exclusively by the provision of (i) shared lives / adult placement; (ii) domiciliary care and / or support; (iii) visiting support; (iv) any other care and /or support as may be appropriate. 2. The relief or possible prevention of sickness through the provision of respite for carers of people in need whether by reason of learning or physical disability, mental ill health, age-related need or other disadvantage.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net deficit of £7,484 for the year, though the trustees describe this as a respectable outcome given the sector's difficulties. Total funds remain strong at £1,038,087, with the charity maintaining a cash balance of £453,052 and no long-term debt. The trustees confirm the charity has sufficient resources to continue operating for the foreseeable future.
What the accounts disclose
“The policy requires reserves to cover 3 months of direct overheads costs and 6 months of central staff costs. The reserves policy target was met at the end of the financial.”
Year-over-year changes
- Reserves position vs the charity's own policy moved from "below" (FY2024) to "above" (FY2025).
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Corporate structure
- Registered company of the charity Companies House 02894715
Company officers (Companies House)
- WATKINS, Stacey-Jayne on trustee list
- EVANS, Anel-Mari on trustee list
- EVANS, Leighton Daniel on trustee list
- NORTHWAY, Ruth on trustee list
- SAITURU-POTTER, Edith Wangeshi on trustee list
- DOWELL-BENNETT, Christopher Stephen on trustee list
- JAMES, Connor Christopher on trustee list
- ALI SHAH, Susan Jeanette not on trustee list
- DAVIES, Jill Rosemary on trustee list
- THOMAS, Karen Ann
Structured financials (annual return, FY ending 31/03/2025)
Care Quality Commission ratings
- Ategi Shared Lives Buckinghamshire: Good
- Ategi South Gloucestershire Shared Lives: Good
Trustees
- Anel-Mari Evans
- Christopher Dowell-Bennett
- Connor James
- Edith Wangeshi Saituru-Potter
- JILL ROSEMARY DAVIES
- Leighton Daniel Evans
- Ruth Northway
- Stacey-Jayne Watkins
- Susan Ali Shah
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £4.8m | £4.8m |
| 31/03/2024 | £5.1m | £5.0m |
| 31/03/2023 | £4.6m | £4.7m |
| 31/03/2022 | £5.4m | £6.1m |
| 31/03/2021 | £5.0m | £5.1m |
Common questions
Is ATEGI LIMITED financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net deficit of £7,484 for the year, though the trustees describe this as a respectable outcome given the sector's difficulties. Total funds remain strong at £1,038,087, with the charity maintaining a cash balance of £453,052 and no long-term debt. The trustees confirm the charity has sufficient resources to continue operating for the foreseeable future. Its FY2025 accounts were audited by Menzies.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 09/08/2024 | £20k | Let's get together |
| The National Lottery Community Fund | 19/05/2008 | £4k | Social Activity Scheme |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| SMALLWOOD TRUST | 2 | £85k |
| THE BURRY CHARITABLE TRUST | 1 | — |
| MOONDANCE FOUNDATION | 1 | £524k |
| SHREWSBURY ROMAN CATHOLIC DIOCESAN TRUST | 1 | £400k |
| THE FIDELITY UK FOUNDATION | 1 | £276k |
| THE TOLKIEN TRUST | 1 | £257k |
| THE RAYNE FOUNDATION | 1 | £240k |
| GARFIELD WESTON FOUNDATION | 1 | £200k |
Charities like this
- CARITAS CARE LIMITED
- CARTREF NI LIMITED
- THE STABLE FAMILY HOME TRUST
- CARITAS DIOCESE OF SHREWSBURY
- YSS
- SHARED LIVES PLUS LIMITED
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| ATEGI LIMITED | £4.8m | — | — | above | — | no doubt |
| CARITAS CARE LIMITED | £8.3m | — | — | unclear | — | no doubt |
| CARTREF NI LIMITED | £5.5m | — | — | unclear | — | no doubt |
| THE STABLE FAMILY HOME TRUST | £4.0m | £80,001 - £90,000 | 1 | below | — | no doubt |
| CARITAS DIOCESE OF SHREWSBURY | £755k | — | — | unclear | — | noted |
| YSS | £1.0m | — | 0 | unclear | — | noted |